See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,374 | $84,233-77.0% | $170,442-88.6% | $70,131-72.4% |
| Participation rate | 71.4% | 70.8%+0.6pp | 83.6%-12.2pp | 69.5%+1.9pp |
| Annual return | 11.41% | 23.06%-11.7pp | 205.93%-194.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,663 | $3,387-50.9% | $5,433-69.4% | $2,342-29.0% |
| Participant deferral / active EE | $985 | $3,086-68.1% | $4,939-80.1% | $3,332-70.4% |
| Admin fee / account holder | $241 | $5,698-95.8% | $13,880-98.3% | $4,645-94.8% |